エピソード

  • Best practices for new life insurance agents
    2025/09/24

    Want to crush it as a life insurance agent? Tony Steuer worked in the life insurance field for 35 years before becoming an author on insurance and financial literacy. In this episode, Tony shares his tips for starting a successful career as a life insurance agent, including the daily habits of winners, how to find your niche, certifications, building your network, and more.

    Tony has graciously provided Achievable podcast listeners with a free copy of his e-book "The Questions and Answers on Life Insurance Workbook" at https://www.tonysteuer.com/pl/2148701471.

    Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66, and the insurance life & health exam. Try our courses for free at https://achievable.me.

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    32 分
  • Life insurance basics explained for new agents
    2025/09/18

    Considering a career as a life insurance agent or getting started at a new role? Tony Steuer worked in the life insurance field for 35 years before becoming an author on insurance and financial literacy. In this episode, Tony covers all the basics of a life insurance agent career, including products, concepts, ethics, and insurable interest.

    Tony has graciously provided Achievable podcast listeners with a free copy of his e-book "The Questions and Answers on Life Insurance Workbook" at https://www.tonysteuer.com/pl/2148701471.

    Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66, and the insurance life & health exam. Try our courses for free at https://achievable.me.

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    46 分
  • Property and casualty insurance careers
    2025/09/10

    Brenda Wells is a professor of risk management and insurance at East Carolina University, and the department chair for the Department of Finance and Insurance. In this episode, Brenda shares what it is like to go into property and casualty insurance as a career, including getting the job, what skills are important, and how ethics comes into play.

    Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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    37 分
  • Call protection (FINRA SIE, 6, 7, 65, 66)
    2025/09/03

    In this podcast, we analyze and answer a practice question on call protection.

    Call features are not beneficial for investors, as a call can end a bond earlier than anticipated. Understanding what call protection is and how to successfully shield investors from being called is an important FINRA SIE exam topic. Call features and protection are also tested on the Series 6, Series 7, Series 65, and Series 66.

    Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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    4 分
  • Forward stock splits (FINRA SIE, 7, 9, 65, 66)
    2025/08/27

    In this podcast, we cover the concept of a forward stock split, why issuers perform them, and how to calculate changes to an investor's portfolio.

    Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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    3 分
  • Negotiable and redeemable securities (FINRA SIE, 6, 7, 9, 65, 66)
    2025/08/20

    In this podcast, we analyze the difference between negotiable and redeemable securities. This concept relates to how these securities are traded, the fees associated with each, and how these transactions are facilitated.

    Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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    8 分
  • Bond volatility and stability (FINRA SIE, 6, 7, 63, 65, 66)
    2025/08/13

    In this podcast, we cover why bond prices fluctuate and the bonds most susceptible to market price volatility. These topics are tested via suitability questions in many FINRA exams.

    Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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    6 分
  • Call options spreads explained (FINRA Series 7, 9)
    2025/08/06

    Options blew up during the pandemic - and if you want to trade options in today's market, you need to know about a key tactic: option spreads. In this podcast, we break down option spreads and a 4-step approach to tackling both spread calculations. We also examine this tactic from the perspective of the FINRA Series 7 and common questions on that exam.

    Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

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    19 分